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This guide walks you through connecting Microsoft Teams to Clarion. Once configured, Clarion can post incident alerts to Teams channels and chats, request approvals through interactive Adaptive Cards, and let agents send messages to users in your Microsoft Entra tenant. The setup has four parts and is driven entirely from the Clarion UI:
  1. OAuth admin consent - grant Clarion access to your Microsoft Entra tenant.
  2. Bot installation - add the Clarion bot from the Microsoft Teams app store.
  3. Member mapping - link Clarion workspace members to their Teams accounts.
  4. Notification channel - pick a default Teams channel or chat for alerts.
Note: Estimated time: 15-20 minutes. You will need Microsoft Entra admin access (to grant tenant-wide consent), permission to add apps to your Microsoft Teams organization, and access to the Clarion workspace where you are configuring the integration.

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Prerequisites

  • A Clarion workspace with permission to manage integrations
  • A Microsoft Entra (Azure AD) account with permission to grant admin consent for tenant-wide applications
  • Permission to add apps from the Microsoft Teams app store (or Teams Admin Center access if your organization blocks store apps)
  • A team and channel (or chat) in Microsoft Teams where Clarion should post notifications

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Step 1 - Connect with Microsoft

  1. In Clarion, open Integrations and find Microsoft Teams.
  2. Click Connect with Microsoft. A new tab opens to the Microsoft admin consent screen.
  3. Sign in with a Microsoft Entra account that can grant tenant-wide consent.
  4. Review the requested permissions and click Accept to grant consent for the entire tenant.
Admin consent
Microsoft redirects back to Clarion and the integration is marked as connected.
Info: Clarion uses the admin consent flow with app-only (client credentials) tokens. The consenting account does not need to be the same account that uses Clarion day-to-day - admin consent applies to your whole Microsoft Entra tenant.
After connecting, Clarion shows a banner that setup is not complete until the remaining steps are finished. Click Finish setup to continue, or open Integrations → Microsoft Teams → Open Teams configuration at any time.

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Step 2 - Install the Clarion bot in Teams

OAuth gives Clarion access to your tenant’s directory and chats, but posting messages requires the Clarion bot app to be installed in your organization’s Teams app catalog. The bot is published on the Microsoft Teams app store, so you can add it directly - no manual package upload required.
  1. On the Setup page, find the Bot Installation card.
    Bot installation card
  2. Click Open in Teams app store to open the Clarion by Cantina listing.
  3. Click Add to install the bot for your organization.
  4. Back in Clarion, click Verify Installation.
When verification succeeds, the card shows a Verified badge and Clarion stores the bot’s catalog ID for your tenant.
Tip: The bot only needs to be installed once per Microsoft Entra tenant. If you reconnect Clarion later, the existing bot installation is reused.

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Alternative: manual upload

If your organization blocks apps from the Teams app store, you can side-load the bot package instead:
  1. In the Bot Installation card, click Download Bot Package to download the Clarion bot manifest (a .zip file).
  2. Open Microsoft Teams Admin Center → Manage apps. You can also click the Manage apps link in the Bot Installation card to jump straight there.
  3. Click Upload new app and select the downloaded package.
    Upload new app
  4. Approve the app for your organization, then click Verify Installation back in Clarion.
For approval cards and direct messages to reach the right person, Clarion needs to know each workspace member’s Microsoft Teams identity.
  1. On the Member Mapping card, click Auto-match to link members whose Clarion email matches a Microsoft Entra user.
  2. For any members who did not auto-match, use the dropdown next to their name to pick the correct Teams user.
  3. At least one member must be linked before you can run the test connection in Step 4.
Info: Member mapping is stored as the user’s Microsoft Entra object ID. If you re-invite a workspace member or they change email, you may need to re-link them.

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Step 4 - Test the connection

  1. On the Test Connection card, click Create Test Chat.
  2. Clarion creates a small group chat in Teams that includes the linked members and posts a test message.
  3. Open Teams and confirm the message arrived. The card also shows a direct link to the test chat.
If the test succeeds, the integration is ready to use. If it fails, check the troubleshooting section below.

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Step 5 - Choose a default notification channel

Click Back to Teams settings to return to the main configuration page.
Back to Teams settings
The Default notification channel section lets you pick where Clarion posts alerts and approval requests by default.
Default notification channel
You can choose between two target types:
  • Channel (recommended for broadcasts) - pick a team, then a channel within that team. Anyone in the channel can see and respond to Clarion’s messages and approval cards.
  • Chat - pick an existing Teams chat, or have Clarion create a new ad-hoc group chat with the workspace members you choose.
Agents can still post to other channels or chats per-call when needed; this default is used when an agent does not specify a target.

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What Clarion can do

Once Microsoft Teams is fully connected, agents can:
  • Post messages to a Teams channel - broadcast incident updates to a team channel.
  • Post messages to a Teams chat - send updates to an existing chat (group or 1:1) by chat ID.
  • List channels and chats the bot has access to, so agents can pick the right destination.
  • Create an ad-hoc group chat with specific users - used as a last resort when no existing channel or chat fits.
  • List users in your Microsoft Entra directory to look up who to message.
Clarion also sends incident alerts and approval cards to the default target. Approval buttons (Approve / Reject) inside Teams are wired back to Clarion through the bot, so on-call responders can resolve approval requests without leaving Teams.

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Disconnect Microsoft Teams

To disconnect:
  1. Open the Microsoft Teams integration in Clarion.
  2. Click Disconnect in the status card and confirm.
Clarion stops sending notifications to Teams and clears the stored tenant credentials. The Clarion bot app remains in your Teams Admin Center until you remove it manually from Manage apps.